- Location
- Charlotte, North Carolina, United States
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Post Trade Services
- Seniority
- Mid
- Experience
- 1+ years
- Source
- Recruitee
Description
Location: Charlotte
We have an exciting opportunity to work with one of our prestigious clients at a Tier 1 Investment Bank. You will be working as part of a fast-paced Loan Servicing operations team, communicating with multiple teams internally and externally.
Key Responsibilities:
Manage key loan lifecycle transactions such as payoffs, defeasances, borrower auto‑debit setup, and investor‑level updates tied to loan sales, transfers, and Agency securitizations.
Ensure all servicing actions adhere to requirements set by the GSEs and internal operational standards.
Analyze and interpret Agency loan documents—including notes, payoff instructions, riders, and modification agreements—to confirm that system data accurately reflects contractual terms.
Identify data gaps or inconsistencies and provide well‑supported recommendations for corrections.
Oversee the daily upload and approval of Bloomberg index data used for floating‑rate Agency loans.
Implement index adjustments or benchmark changes as mandated by the GSEs or triggered by shifts in market conditions.
Lead daily oversight of exception reports, approving maintenance items and guiding team members through the resolution of complex outages or data breaks.
Conduct high‑level system adjustments, investigate recurring exceptions, and recommend enhancements that strengthen data integrity and reduce operational risk.
Coordinate payment of post‑closing fees to attorneys, investors, and external stakeholders, ensuring all documentation is complete, accurate, and properly executed.
Maintain compliance with internal controls and audit requirements surrounding fee disbursements.